For this shortened show, co-hosts Nic and Alex discuss midterm elections, politics, market behavior, and end-of-year tax planning. With the midterm elections coming up, how can we expect the market to react? As historical data shows, pretty well. And as the holidays approach, it’s time to consider meeting with your financial professionals to make sure everything is handled before the craziness begins!

Hosts:

Nic Daniels BFA™, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

We've all heard of the Chinese knock-off products that flood the street markets. Fake Gucci purses and the Nike shoes. But what about knock-off artificial intelligence? China is using technology from U.S. companies to form their own technologies – Something we are not too fond of. In fear of losing the technological upper hand, the United States' chip sanctions aim to stop just that.

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Jeanine joins us once more to build on the last two episodes that focus on business exiting strategies. Today, the duo center on the pros and cons of the different types of buyers that may be interested in taking over your business. Strategic buyers, individual buyers, buying from within, and more. Plus, they glance over some of the benefits and hindering attributes to taking out a SBA loan to fund your newly acquired business.

Guest:

Jeanine Barkan, CVA, CEPA

https://www.myexitus.com/services

Host:

Kent Owings AWMA®, Wealth Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Inflation, rising interest rates, bear markets: Words that soon-to-be retired folks could find scary. Brian and Nic talk about dealing with the current market’s roadblocks while approaching your golden ages. Changes in Social Security and how to make the most of your fixed income.

Hosts:

Brian Wiley, Financial Advisor

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Last week, Social Security gave a 8.7% increase in benefits for the year 2023. It will add on at least $140 per month, in other words, one tank of gas for your truck. Nic goes ever the updated maximum taxable earnings, exemptions, benefits, and more. Rand Paul’s 2021 Festivus Report shows us just how much money the U.S. government wasted – so is there a better way to supplement our Social Security shortage? And don’t forget – it’s Roth Conversion season!

Sources:

https://blog.ssa.gov/social-security-benefits-increase-in-2023/

https://www.ssa.gov/news/press/factsheets/colafacts2023.pdf

https://www.heritage.org/taxes/commentary/1-chart-how-much-the-rich-pay-taxes

https://www.paul.senate.gov/sites/default/files/page-attachments/Festivus%20Report%202021_0.pdf

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Jeanine Barkan, a colleague and business exiting expert, joins Kent for a second episode to answer the question: Where do I start? She explains the important of businesses performing a SWOT analysis, keeping important documents within reach, and other factors that determine the market value of your business. Name rebranding and more. Stay tuned for part three with Jeanine!

Guest:

Jeanine Barkan, CVA, CEPA

https://www.myexitus.com/services

Host:

Kent Owings AWMA®, Wealth Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Bonds have been hit hard this year. We’ve been battling inflation and other market uncertainty–Brian and Jeremiah explain bonds, why they’ve taken a beating, and how their secondary markets operate. Stealth inflation, RMDs, and much more. Have questions? Find us on our website and use the “Ask the Experts” feature to get in contact with our advisors. For free!

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Many business owners will have to experience a business exit at some point in their career. While an exit may seem as easy as just – well, exiting – many entrepreneurs will find that they missed out on the ability to choose. Jeanine Barkan, a professional partner of our advisory firm, joins Kent to explain how her company, Exitus, helps business owners make that next step. Are you looking to sell your business? Follow along in the coming weeks to hear more about Jeanine and how companies like hers can help.

Guest:

Jeanine Barkan, CVA, CEPA

https://www.myexitus.com/services

Host:

Kent Owings, AWMA®, Wealth Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Are your gold and silver investments not holding up like you thought they would? Brian and Alex talk about the steady value of the U.S. dollar and what it means to have a fiat currency. The stock market is looking less than beautiful, but does it really mean your investments have lost money? Alex explains realized vs. unrealized gains and losses. Finally, when it comes to investing, is it something you’re willing to do on your own or are you better off paying someone to take that risk for you?

Hosts:

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

If a school said that you’d be paying around $28,000 in tuition, you’d probably re-think signing those admission papers. Colleges around the nation are seeing a drop in registration numbers – but is it really THAT surprising? Free-market environmentalism, midterm elections, and a drop in the unemployment rate.

Resources:

https://www.aier.org/article/free-market-environmentalism-is-working-in-montana/

https://www.forbes.com/sites/michaelcannivet/2022/10/02/the-stock-market-has-risen-after-every-midterm-election-since-1950/?sh=17c654687c48

https://www.cnbc.com/2022/10/05/colleges-struggle-with-enrollment-declines-underfunding-post-covid.html

https://www.cnbc.com/2022/10/06/apartment-demand-fell-during-busiest-renting-season-realpage-report-says.html

https://www.cnbc.com/2022/10/07/jobs-report-september-2022.html

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com